Andrew Mardock is a CFP-designated registered investment advisor at Vivifi Planning, based in Bend, OR, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 23 clients with $9.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
The investment advisory fee is applied toward a minimum annual fee of $4,800. Retirement Plan Consulting services are also offered based on the standard fee schedule.
Fee Estimator
Contact
Andrew Mardock
Location
Bend, OR
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vivifi Planning
Previous Registrations
Merit Wealth Management, LLC
Shine Investment Advisory Services INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Andy is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been a financial planner for nearly 10 years. He obtained his Masters in Business Administration (MBA) in Financial Planning from California Lutheran University in 2010 and has a Bachelor of Arts from the University of Oregon.An adoring father and husband himself, Andy can relate to the ups and downs as well as triumphs and challenges that modern families experience today. In working with Andy, clients benefit from talking with someone who ‘gets it’ because they’re living it. When not helping clients make the most of their finances, Andy and his wife Jessica can be found cherishing their one-year-old daughter, spending time out in the Bend, OR community, and chasing outdoor adventures on the hiking, biking, and skiing trails of Central Oregon.